Retirement Plan Services Specialist

  • LocationTaguig City, Philippines
  • Salary28,000 - 40,000 PHP/Monthly
  • Job typeFull time

Job Details:

• Global In-House Company/Global Capacity Center

• Night Shift Schedule

• Voice based operations

• Remote/Virtual Hiring Process

• Onsite Work Set-up


• Competitive Compensation (Global In-House Company/ Global Capability Center)

• 15% night differential pay

• Annual Performance Appraisal (Merit-based compensation or Pay-for-performance)

• Early Retirement Plan

• Medical coverage plus free dependent on first day of employment

• Life insurance

• Paid time-off and sick leave with option to cash-out or carry over unused paid time-off

• Tuition Fee Reimbursement Program

• Wellness Programs

• In-house fitness center with personal trainer

• Shuttle service to and from key point areas

• Free parking space and provision for bike racks

• State-of-the art-building facilities – Basketball and Tennis courts, Olympic sized track, amphitheater, karaoke rooms, sleeping quarters, shower rooms, onsite food options like Seattle’s Best, Barrio Fiesta, Fruitas, Potato Corner, Hen Lin and more


• Managing client contact and asset management for moderately complex, non-recordkeeping clients; coordinating participant statement outsourcing; performing plan administrative services, both recordkeeping and trust for retirement-plan recordkeeping clients;

• Supporting the set-up of new or transitioned basic retirement plan accounts;

• Responding to telephone inquiries from retirement plan participants by providing information about investment options, loan balances, loan provisions and general account information.


• Candidate must possess at least High School Graduate or a Bachelor’s degree , any field

• At least 2 years of Customer Service experience in the BPO/Contact Center industry

• Background in retirement (401K) / investment processing (voice process) is an advantage 

• Excellent communication skills and strong customer service experience (highly conversational vs transactional)

• Good presentation skills

• Willing to work on a night shift schedule

• Willing to work in McKinley Hill, Taguig (internal shuttle service to and from key point areas are available).

The recruitment process including the interviews and exams will be done remotely. High School Graduates are welcome to apply!

About Viventis Search Asia

Viventis is a leading human capital solutions company in Asia Pacific focusing its efforts on enabling candidates to pursue total career well-being, supporting clients in finding the right talent, and helping organizations become future-ready in the age of disruption.


This interview contains a video response question. The browser you are currently using does not support video messaging. Please download and install Google Chrome to proceed to the interview.

Camera not detected.
Microphone not detected.